ACP Annual Conference 2026

September 14-18, 2026 · Tucson, AZ

The Alliance of Comprehensive Planners is a small, unusually cohesive membership organization built around a specific model: fee-only, retainer-based, tax-focused comprehensive planning with no assets under management requirement. Its annual conference reflects that focus — a working session for practitioners running the same model rather than a broad industry trade show.

Who attends

ACP member planners and firms, prospective members evaluating the model, and a small number of vendors serving the retainer-based segment. The conference runs longer than most at five days, with a mix of training, peer study groups and member business.

What's on the agenda

• Tax-focused comprehensive planning methodology

• Retainer pricing and the economics of an AUM-free model

• Client onboarding, engagement and annual service calendars

• Peer study groups and practice benchmarking

Why the retainer model raises the bar on data

A retainer firm cannot let its service quality drift, because the client is paying explicitly for advice rather than implicitly through a basis-point fee. That makes a complete, current household picture — every account, every held-away asset, the prior year's return — a service requirement rather than a nice-to-have. Assembling that by hand for every client every year is exactly the kind of work that caps a small firm's capacity.

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